Why Trump is backing Nvidia, Plus the tech earnings mirage 04/15/25
President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how Jensen Huang and Mark Zuckerberg offer two very different case studies on how CEOs are gaming out the Trump 2.0 playbook. Plus, with Tariff uncertainty already impacting behavior, could we see an earnings mirage as big tech begins to report next week?
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Show Notes
President Trump promising to expedite permits for Nvidia after the chip giant announced plans to build AI supercomputers in the United States. We look at how Jensen Huang and Mark Zuckerberg offer two very different case studies on how CEOs are gaming out the Trump 2.0 playbook. Plus, with Tariff uncertainty already impacting behavior, could we see an earnings mirage as big tech begins to report next week?
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